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EXENCIAL WEALTH ADVISORS, LLC: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on WMB, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 68,101 WMB shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 68,101 shares
    Change vs previous 13F -104 shares

    0.15% of the 13F portfolio, value $4,956,384.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 68,205 shares
    Change vs previous 13F -424 shares

    0.13% of the 13F portfolio, value $4,099,775.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 68,629 shares
    Change vs previous 13F -590 shares

    0.14% of the 13F portfolio, value $4,347,648.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 69,219 shares
    Change vs previous 13F +1,101 shares

    0.15% of the 13F portfolio, value $4,347,618.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 68,118 shares
    Change vs previous 13F +1,063 shares

    0.15% of the 13F portfolio, value $4,070,708.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 67,055 shares
    Change vs previous 13F +457 shares

    0.13% of the 13F portfolio, value $3,628,998.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 66,598 shares
    Change vs previous 13F +588 shares

    0.11% of the 13F portfolio, value $3,040,178.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 66,010 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,805,407.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).